Banta Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.81M | Sell |
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|
2023
Q3 | $7.14M | Sell |
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|
2023
Q2 | $9.03M | Sell |
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|
2023
Q1 | $7.71M | Sell |
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|
2022
Q4 | $6.97M | Sell |
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|
2022
Q3 | $7.49M | Sell |
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|
2022
Q2 | $7.7M | Sell |
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|
2022
Q1 | $9.86M | Buy |
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|
2021
Q4 | $10M | Sell |
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|
2021
Q3 | $9.79M | Hold |
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|
2021
Q2 | $9.79M | Sell |
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|
2021
Q1 | $9.74M | Buy |
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|
2020
Q4 | $9.08M | Buy |
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|
2015
Q3 | $3.57M | Buy |
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|
2015
Q2 | $2.79M | Buy |
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|
2015
Q1 | $2.65M | Buy |
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|
2014
Q4 | $1.96M | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.77M | Buy |
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|
2013
Q4 | $1.85M | Sell |
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|
2013
Q3 | $1.59M | Sell |
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|
2013
Q2 | $2.1M | Buy |
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